# 4SQUARE Advisory Services, Inc.

> 4SQUARE Advisory Services, Inc. is a state-registered investment advisory firm in Fenton, MI, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 1, 2026.

- CRD: 177526
- Filed as: 4SQUARE ADVISORY SERVICES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Fenton, MI
- Filing period: October 2026
- Form ADV filing dated: June 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/177526
- AdvisorCensus page: https://advisorcensus.com/firm/4square-advisory-services-inc-fenton-mi-177526

## Quick answers

**How is 4SQUARE Advisory Services, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), 4SQUARE Advisory Services, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is 4SQUARE Advisory Services, Inc. located?**
4SQUARE Advisory Services, Inc.'s principal office is in Fenton, MI, according to its Form ADV.

**Is 4SQUARE Advisory Services, Inc. registered with the SEC or a state?**
4SQUARE Advisory Services, Inc. is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 177526.

**How much does 4SQUARE Advisory Services, Inc. manage?**
4SQUARE Advisory Services, Inc. reports $19,721,407 in regulatory assets under management in its Form ADV filing dated June 1, 2026 (100% discretionary).

**What types of clients does 4SQUARE Advisory Services, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (34); high net worth individuals (5); charitable organizations (1).

**Does 4SQUARE Advisory Services, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/177526

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $19,721,407
- Discretionary: $19,721,407
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 34 | $7,502,834 |
| High net worth individuals | 5 | $12,153,516 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $9,068 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $55,989 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- 4squareria.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. 4SQUARE Advisory Services, Inc. (CRD 177526): Form ADV filing data as of October 2026.